Institutional Ownership Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO). We have compiled data on the 399 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
116,148
shares
|
$12 Million
6.27% of portfolio
|
Q1 2025
Added 129.39%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
108,173
shares
|
$11.1 Million
1.46% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
104,294
shares
|
$10.7 Million
0.12% of portfolio
|
Q1 2025
Added 36.78%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
97,862
shares
|
$10.1 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
96,894
shares
|
$9.98 Million
0.51% of portfolio
|
Q1 2025
Added 51.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
96,107
shares
|
$9.9 Million
0.11% of portfolio
|
Q1 2025
Added 39.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
94,253
shares
|
$9.71 Million
0.01% of portfolio
|
Q1 2025
Added 63.67%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
89,450
shares
|
$9.21 Million
0.3% of portfolio
|
Q1 2025
Added 58.59%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
88,679
shares
|
$9.13 Million
3.35% of portfolio
|
Q1 2025
Added 54.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
86,998
shares
|
$8.96 Million
0.25% of portfolio
|
Q1 2025
Added 327.93%
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
86,547
shares
|
$8.92 Million
14.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
81,164
shares
|
$8.36 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
77,735
shares
|
$8.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
75,391
shares
|
$7.77 Million
0.77% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
73,744
shares
|
$7.6 Million
5.38% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$7.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
71,203
shares
|
$7.33 Million
0.17% of portfolio
|
Q1 2025
Added 176.53%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
70,782
shares
|
$7.29 Million
0.62% of portfolio
|
Q1 2025
Added 54.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
68,505
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
Added 571.09%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
68,370
shares
|
$7.04 Million
3.73% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
68,251
shares
|
$7.03 Million
2.42% of portfolio
|
Q1 2025
Added 49.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
67,661
shares
|
$6.97 Million
0.06% of portfolio
|
Q1 2025
Added 151.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
65,077
shares
|
$6.7 Million
0.04% of portfolio
|
Q1 2025
Added 290.74%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
64,727
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Added 402.38%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
63,541
shares
|
$6.55 Million
1.12% of portfolio
|
Q1 2025
Added 4.87%
|